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State Street Health Care Select Sector SPDR ETF

1,007 hedge funds and large institutions have $13.9B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 359 increasing their positions, 394 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 8193 (+12)

1.3% more ownership

Funds ownership: 73.77%75.07% (+1.3%)

2% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 125

1% less funds holding

Funds holding: 1,0161,007 (-9)

9% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 394

7% less capital invested

Capital invested by funds: $14.8B → $13.9B (-$966M)

48% less call options, than puts

Call options by funds: $838M | Put options by funds: $1.62B

Holders
1,007
Holders Change
-9
Holders Change %
-0.89%
% of All Funds
22.19%
Holding in Top 10
93
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.81%
% of All Funds
2.05%
New
128
Increased
359
Reduced
394
Closed
125
Calls
$838M
Puts
$1.62B
Net Calls
-$781M
Net Calls Change
+$533M
Name Holding Trade Value Shares
Change
Change in
Stake
LCH
1026
Lee Capital Holdings
New York
-$2.64M -25,903 Closed
SSG
1027
Summit Securities Group
New York
-$2.52M -24,700 Closed
GAB
1028
German American Bancorp
Indiana
-$2.46M -24,171 Closed
IAA
1029
Independent Advisor Alliance
North Carolina
-$2.25M -22,076 Closed
VC
1030
Veracity Capital
Georgia
-$2.15M -21,065 Closed
MWP
1031
MYCIO Wealth Partners
Pennsylvania
-$2.08M -20,378 Closed
Renaissance Technologies
1032
Renaissance Technologies
New York
-$1.94M -19,000 Closed
AWM
1033
Altium Wealth Management
New York
-$1.86M -18,267 Closed
CAC
1034
Cowen and Company
New York
-$1.84M -18,030 Closed
BIA
1035
Biondo Investment Advisors
Pennsylvania
-$1.53M -15,025 Closed
RA
1036
RFG Advisory
Alabama
-$1.52M -14,894 Closed
FIM
1037
Freedom Investment Management
Connecticut
-$1.43M -14,054 Closed
ECM
1038
Estabrook Capital Management
New York
-$1.37M -13,436 Closed
D.E. Shaw & Co
1039
D.E. Shaw & Co
New York
-$1.02M -10,000 Closed
MS
1040
Maven Securities
Jersey
-$920K -9,466 Closed
CC
1041
Claybrook Capital
Massachusetts
-$929K -8,950 Closed
LCM
1042
Laurion Capital Management
New York
-$779K -7,646 Closed
Tudor Investment Corp
1043
Tudor Investment Corp
Connecticut
-$750K -7,361 Closed
FFA
1044
Fragasso Financial Advisors
Pennsylvania
-$711K -6,975 Closed
SAM
1045
Secure Asset Management
Michigan
-$675K -6,627 Closed
KWILP
1046
Kiwi Wealth Investments Limited Partnership
New Zealand
-$657K -6,454 Closed
PAMP
1047
Polar Asset Management Partners
Ontario, Canada
-$587K -5,764 Closed
UF
1048
Univest Financial
Pennsylvania
-$381K -5,529 Closed
AG
1049
Appleton Group
Wisconsin
-$536K -5,264 Closed
EWM
1050
Executive Wealth Management
Michigan
-$522K -5,127 Closed

XLV Hedge Fund Activity: Q1 2020 in Review

1,007 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2020, worth a combined $13.9B — down 6.5% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new XLV positions and 125 closed out — a net gain of 3 holders — while 359 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.06B. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $257M sold.

  • 1,007 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2020, down from 1,016 in Q4 2019.
  • Funds reported $13.9B of State Street Health Care Select Sector SPDR ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 128 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2020 and 125 closed out, a net change of +3 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.06B added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2020.